Connecting to HOPEX IT Portfolio Management
The menus and commands available in HOPEX IT Portfolio Management depend on the profile with which you are connected.
Prerequisite: Importing the APQC Libraries
If you want to use APQC business processes for the different activity sectors, you can also import the corresponding libraries.
Connecting to the solution
HOPEX IT Portfolio Management Profiles
In HOPEX IT Portfolio Management, there are default connection profiles with which specific rights and accesses are associated. The profiles available are:
• ITPM Functional Administrator
• Application Portfolio Manager
• Application Owner
• Chief Technology Officer
• Technology Portfolio Manager
• Financial Controller
• Business Owner
• IT Owner
• Data Asset Manager
The rights of different users on objects of imported libraries depend on their assigned profiles. For more information on creation of users and assignment of profiles, see the chapter "Managing Users" in the HOPEX Power Supervisor guide.
IRM Functional Administrator
The functional administrator has rights on all objects and workflows.
He/she prepares the working environment and manages reference data used in the solution.
Application Portfolio Manager
The Application Portfolio Manager:
• is responsible for the global process and its control.
• assures correct operation of tasks assigned to the "Application Owner".
• classifies and evaluates applications.
To allow the application portfolio manager to control the inventory of the application assets, application data entry and validation workflows are delivered with HOPEX IT Portfolio Management.
For more details on workflows, see the HOPEX Common Features guide.
Application Owner
The application owner is responsible for defining and updating applications.
When he/she is associated with applications, he/she is responsible for them. He/she in particular receives evaluation requests sent by the portfolio manager.
Chief Technology Officer
The chief technology officer is an application portfolio manager who is also in charge of assessing technologies. The assessment is driven by a workflow. See
Validating a Technology.
Technology Portfolio Manager
The Technology Portfolio Manager is in charge of one or more technology portfolios. He chooses technologies and editors, and asks for the technology director validation.
Financial Controller
The role of the Financial Controller is to specify financial characteristics of applications and technologies for which he/she is responsible.
Business User
Business user of the application. Evaluates business aspects of applications for which he/she is responsible.
IT Owner
IT Responsible for application. Evaluates technical and technological aspects of applications.
Data Asset Manager
The Data Asset Manager is responsible for the creation of information assets.
The other profiles of HOPEX IT Portfolio Management can read access these assets and use them, for example in data flows or data stores.
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